Reviews written by tammerap360

12 results - showing 1 - 12  
 
 
Omicron And Inflation Amid A Boom, Fritz Meyer Economic Update, Dec. 2021
Webinars
tammerap360tammerap360   December 12, 2021
9.0
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Fear and Anxiety, Class 3 of 12-Credit Financial Counseling CE Course (1 Credit)
Webinars
tammerap360tammerap360   July 27, 2021
10
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Fantastic

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Trust, The Foundation of Relationships (1 Credit)
Webinars
tammerap360tammerap360   July 13, 2021
10
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Great reminder of the importance of trust and how to build/maintain

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How Much Diversification Is Enough And What's It Cost?
Webinars
tammerap360tammerap360   March 21, 2018
5.0
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Made good sense

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Fritz Meyer Quarterly Economic Update, January 2018 (Two Credits)
Webinars
tammerap360tammerap360   January 08, 2018
(Updated: January 08, 2018)
5.0
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Very good info and I appreciate Fritz's opinions

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When Is It Best To Invest? A Review Over 37 Years
Webinars
tammerap360tammerap360   September 26, 2017
(Updated: September 26, 2017)
5.0
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Orion Advisor Services
Portfolio Management
tammerap360tammerap360   September 19, 2012
Overall rating 
 
 
4.1
Company 
 
 
5.0
Technology Support 
 
 
5.0
Reconcilliation 
 
 
5.0
Financial Institution Interfaces 
 
 
5.0
Reports 
 
 
4.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
4.0
Trading 
 
 
3.0
Integrations 
 
 
4.0
Security 
 
 
4.0
Hosting 
 
 
3.0
Pricing 
 
 
4.0

Great service

Great service

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Monthly Economic Update And Investment Outlook From Fritz Meyer For August 2012
Webinars
tammerap360tammerap360   August 13, 2012
(Updated: August 13, 2012)
5.0
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-

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Monthly Economic Update And Investment Outlook From Fritz Meyer For February 2012
Webinars
tammerap360tammerap360   February 13, 2012
(Updated: February 13, 2012)
4.0
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Poor Average Excellent

-

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State Securities Chiefs Speak About RIA Regulatory Overhaul
Webinars
tammerap360tammerap360   December 02, 2010
(Updated: December 02, 2010)
5.0
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-

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Managing Email Overload: Tips From An Email Best-Practices Consultant
Webinars
tammerap360tammerap360   September 23, 2010
(Updated: September 23, 2010)
3.0
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I didn't agree with philosophy and already knew a lot of the material

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ETFs: The Good, Bad and Misunderstood
Webinars
tammerap360tammerap360   February 18, 2010
(Updated: February 18, 2010)
3.0
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Good

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12 results - showing 1 - 12